ITC Q4 FY25 Results: Revenue, Profit, Dividend and Future Outlook

ITC's Q4 FY25 results show robust revenue growth and stable margins, underscoring its resilience amidst cost pressures. Consolidated gross revenue from continuing operations rose 9.2% YoY to Rs18,266 crores, with EBITDA up 2.5% (to Rs5,986 cr) and PAT at Rs4,875 cr (up 0.8%).

For young investors following ITC news today, this performance reflects consistent demand in its portfolio. The company's board also announced a final dividend, bringing the total FY25 dividend to Rs14.35/share (including interim), with the ITC dividend 2025 record date set at May 28, 2025. The positive cash flow and steady profit growth signal a balanced outlook for FY26 while ITC continues to execute its "ITC Next" strategy of digital and portfolio expansion.

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Segment-wise Performance: FMCG Cigarettes, FMCG Others, Agri and Packaging

ITC's segmental revenue for Q4 was healthy across most businesses. Notably, the Cigarettes segment grew 6.0% YoY in Q4, driven by higher volumes and premium brands .

In the FMCG – Others basket (including foods, personal care, stationery), revenue was up about 4% YoY (Rs5,495 cr), aided by atta, spices, dairy and personal wash products (flat YoY ex-notebooks). The Agri Business saw a strong 17-18% YoY jump (to ~Rs3,649 cr), led by leaf tobacco and value-added agri exports. Paperboards & Packaging revenue rose ~5.5% YoY (Rs2,188 cr) despite pricing headwinds.

• FMCG Cigarettes: Rs8,400 cr (up 6% YoY) – volume-led growth on premiumization and counter-illicit measure.

• FMCG – Others: Rs5,495 cr (+4% YoY; +5.4% ex-Notebooks) – broad-based growth in atta, spices, dairy, snacks, personal wash, homecare and agarbatti.

• Agri-Business: Rs3,649 cr (+17.7% YoY) – broad agricultural recovery; higher exports of leaf tobacco, coffee, spices, rice etc.

• Paper & Packaging: Rs2,188 cr (+5.5% YoY) – integrated operations mitigated import-led pricing pressure.

• Others: Rs53 cr (+21% YoY) – small business lines and others.

Overall, total Q4 segment revenues (continuing ops) were ~Rs19,784 cr vs Rs18,442 cr a year ago, with inter-segment eliminations bringing net gross revenue to Rs18,266 cr. The cigarette business grew the most, while paperboards were under import pressure and forex volatility. Young investors tracking ITC share prices should note this balanced segment mix – strong growth in food and agri partly offsets slower gains in traditional segments.

Strategic Moves: Dividends, Hotels Demerger and Acquisitions

ITC's board announced a final dividend of Rs7.85 per share for FY25 (up from Rs7.25 last year), making total dividend Rs14.35. This ITC dividend 2025 announcement means investors holding shares by the record date (May 28, 2025) will receive the payout. (Investors often check ITC share dividend record date or ITC share dividend 2024 record date to time their purchase of shares.) The dividend payment date will follow the record date after regulatory filings; such planned distributions keep investor sentiment positive.

ITC also completed its long-planned hotel's demerger. Effective January 1, 2025, ITC Hotels Ltd. (ITC HL) was spun off, with shareholders receiving 1 ITC Hotels share for every 10 ITC shares held as of the ITC hotels share allotment date (demerger record date) on January 6, 2025. 

The new ITC Hotels stock was listed from January 29, 2025 (the ITC hotels share listing date), initially trading around Rs260 on NSE. Post-demerger, ITC Hotels has its own ticker; retail investors now watch the ITC hotels share price today, ITC hotel share price BSE and ITC hotels share price NSE for that standalone business. ITC Ltd retains a stake in ITC HL and has received an exceptional gain in FY25 accounts from this demerger.

On the growth front, ITC announced several value-accretive acquisitions aligned with its ITC Next strategy. These include consumer brands like 24 Mantra Organic Foods (Sresta Natural Bioproducts), Mother Sparsh baby care, and Ample Foods (e-protein platforms Prasuma & Meatigo. These deals strengthen ITC 's portfolio in high-growth, future-facing categories. ITC also agreed to acquire the Century Pulp and Paper unit of Aditya Birla Real Estate, a move that will add scale and raw material access to its paper business.

On the innovation side, ITC launched new FMCG products such as Sunrise Pure Masala spice mixes, Dermafique skincare products, and 'Jaggery Ragi' cookies, aimed at premium segments. These initiatives highlight ITC's focus on premiumization, digital marketing and new categories to drive future growth.

Key Highlights

FY25 saw ITC's total dividend rise to Rs 14.35 per share, and the ITC dividend 2025 record date was set for May 28. The Hotels demerger means ITC  hotels share began independent trading .

For FY26, management plans to leverage sustainability leadership (AA MSCI ESG rating), invest in Agri exports and digital channels, and continue premiumization – steps expected to support steady earnings.

Share Price Reaction, Market Outlook and Strategy

Following the Q4 results, ITC's stock price has been stable to slightly soft. For example, on May 27, 2025, the ITC share price today on BSE was about Rs438. Intraday, it traded roughly between Rs431 and Rs440 as markets digested the numbers. Young investors often check terms like ITC share price bse or ITC share price nse on trading apps to track such moves.

(Note: BSE and NSE quotes are similar, e.g., ITC share price NSE ~Rs438 and ITC share price BSE ~Rs438). At current levels, ITC trades at a price-to-earnings ratio around mid-20s, reflecting a premium to many peers.

Market commentators have set various targets, so some SEO-savvy readers search ITC share price target by 2025 or ITC share price target by 2030. While long-term forecasts vary, ITC's strategic roadmap for FY26 suggests cautious optimism: continued core growth, improving margins (cost controls ongoing), and value unlock from the hotel demerger. Others look at terms like ITC share price history, ITC share price screener or today's ITC share price live to analyze trends. Recent volatility also led to queries such as why ITC shares is falling today or ITC share prices updates; these reflect normal market swings after big corporate announcements.

Investors can also watch related metrics: e.g., share buyback proposals or dividend policy changes. With ITC's diversified profile (FMCG, agri, paper), the stock may be influenced by rural demand and commodity prices. Analysts note that even if paper & packaging margins were squeezed this quarter,trends in staples and packaged foods remain durable. Also, the new ITC Hotels listing has created separate market value – some sum-of-parts analysts may consider the ITC Hotels share price in valuing ITC Ltd's stake.

Outlook FY26:

Management projects GDP growth in India, rural demand revival, and better cost absorption to help sustain ITC's momentum. The focus on premiumization and digital channels in FMCG (for example, widening distribution for new product launches) should continue. Cost initiatives in agri (value-added exports, stable volumes) and importing synergies in paper will ease pressures. Overall, the strategy is to deliver balanced growth across businesses. Market watchers will likely monitor ITC stock reaction via keywords like ITC share price screeners or ITC share news today as new data emerges.

Summary and Investor Takeaway

ITC's Q4 FY25 performance was broadly resilient: double-digit revenue growth (9.2% YoY) and marginal profit gains despite inflationary headwinds. Cigarettes and agri exports led the way, while FMCG-other and Packaging also grew. The board's strong dividend (Rs14.35 total) with a clear record date is a bonus for shareholders. Strategic moves – notably the hotels demerger and FMCG acquisitions – set ITC up for future growth.

Key Takeaway for Investors:

ITC remains a blue-chip portfolio-holding with stable cash flows and a diverse portfolio. The Q4 results maintain confidence: even after the ITC news today flood of big numbers, the core business looks steady. A generous dividend yield and long-term brand franchises (in Cigarettes, Foods, etc.) make it appealing for conservative investors. However, watch for commodity price swings and consumption trends. In short, ITC's strategic roadmap for FY26 – including cost management, new products, and digital initiatives – suggests a gradual upward trajectory. Keep tracking ITC share price and related keyword news (e.g. ITC share price today, ITC hotels share price, ITC dividend 2025 record date as small market moves offer entry points. Overall, the Q4 results reinforce ITC's "Enduring Value" proposition for long-term shareholders.

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